IBM and Motorola had a long time to deliver on new technology and quantity in a timely manner. They failed for whatever reasons. Some of the blame lies with Apple in its heavy-handed treatment of suppliers. Some of the blame lies with the suppliers themselves as, for example, the highly publicized yield-ramp fiasco at IBM's 300mm Fishkill Fab.
However, the switch to Intel concerns *much more* than the switch from PPC to x86. Apple needs NAND Flash memory chips, and it needs them in large volumes and low prices. Apple needs chipsets that support the latest emerging standards including SATA-II, PCIe, etc. Apple needs low-power embedded CPUs for its iPod and future video-based devices.
The solution: Intel. From NAND Flash to x86 processors (including mobile versions) to low-power high-performance embedded CPUs to component chipsets, Intel is a virtual one-stop shop.
To address the NAND Flash supply issue, Apple is investing $1.25 billion now to guarantee supply until 2010, including a $500 million investment in Intel and Micron's new "IM Flash Technologies" joint venture, a new fab dedicated to NAND Flash production.
http://news.com.com/Apple+lines+up+for+Intel-Micron+flash/2100-1004_3-5964565.html